C.H. Robinson Edge Report

Freight Market Update: December 2025

Insights at a glance

Navigating holiday shipping rush and what’s in store for 2026

Published: Thursday, December 11, 2025 | 09:00 am CDT

Truckload shipping

Truckload capacity for holiday demand has tightened more than expected.

Check out another revision to our forecasts for rates and capacity

LTL shipping

Despite excess capacity, carriers are resisting aggressive discounts.

Consider looking at carriers that are servicing new lanes

Ocean freight

Importers to North America see some of the year’s lowest rates while exporters cope with fewer sailings, one major carrier is restoring service through the Suez Canal, and dwell time is high at European ports. 

Read our lane-by-lane insights and tips for managing delays at transshipment hubs

Air freight

Booking flexibility from Asia is down, there’s competition for freighters out of Europe, and bottlenecks remain at India airports.

Find out what to expect for the Lunar New Year surge

Intermodal

Peak season is winding down earlier than normal and 2026 planning could be more predictable.

Read our cost optimization strategies

Ports & drayage

Dredging at the Port of Houston delays berthing, winter brings shorter trains and slower speeds to ports in Canada, and container and chassis availability is tight in inland European markets. 

Get the full global report

Canada, Mexico & cross-border

A carrier inspection blitz is happening in the Toronto area, and Mexico’s mandatory electronic customs filing has been postponed.

Find out the latest on cross-border freight flows

Trade policy & customs

U.S. tariffs on goods from South Korea are lowered, and many Brazilian products get exempted. 

Explore the latest trade policy shifts, including new tariff exemptions and regulatory deadlines for importers

Government & regulations

Forced shutdown of driver training programs is the latest U.S. regulatory action on trucking.

Read about the impact on trucking supply

Diesel fuel

U.S. prices are up month over month and year over year.

Track the latest diesel price trends for Mexico and Canada, too

Industry Insights

Retail

Trucking capacity for holiday season tightens

Read the retail update
Automotive

Industry braces for billion-dollar impact of engine recalls

Read the automotive update
Energy

Critical mineral prices and supply are in flux

Read the energy update
Healthcare

New LTL freight codes give healthcare shippers an edge

Read the healthcare update

*This information is compiled from a number of sources—including market data from public sources and data from C.H. Robinson—that to the best of our knowledge are accurate and correct. It is always the intent of our company to present accurate information. C.H. Robinson accepts no liability or responsibility for the information published herein. 

To deliver our market updates to our global audiences in the timeliest manner possible, we rely on machine translations to translate these updates from English.